Pegasystems Inc (PEGA) Ownership

36.25 ↑0.35 (0.97%)

As of Market Close on November 30th, 2022.

Institutions
Mutual Funds

Institutional Ownership

Bares Capital Management Inc is the biggest individual institutional holder of Pegasystems Inc (PEGA), owning a total of 5.5 million shares. Combined, the top 20 institutional holders of PEGA own 35.29% of the company with a total of 29 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders increased their combined ownership of PEGA by 275 thousand shares. 8 institutions bought 1,773,355 total additional shares and increased their ownership by an average of 83.80%. However 4 institutions sold 1,498,744 total shares and decreased their ownership by an average of 20.21%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Pegasystems increased by a net total of 274,611 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Bares Capital Management Inc	6.674%	3.812%	5,485,234	201,420	2022-09-30
Vanguard Group Inc	5.151%	2.149%	4,233,798	89,080	2022-09-30
Capital Research Global Investors	4.302%	4.985%	3,535,950	167,899	2022-09-30
Riverbridge Partners LLC	1.737%	-48.474%	1,427,224	-1,342,660	2022-09-30
Cadian Capital Management LP	1.518%	530.911%	1,247,500	1,049,770	2022-09-30
Eminence Capital LLC	1.503%	-0.205%	1,235,384	-2,542	2022-09-30
Fisher Asset Management, LLC	0.913%	-2.518%	750,287	-19,382	2022-09-30
State Street Corporation	0.785%	0.610%	645,127	3,912	2022-09-30
Goldman Sachs Group Inc	0.445%	46.696%	366,107	116,539	2022-09-30
Harber Asset Management LLC	0.415%	2.301%	341,271	7,675	2022-09-30
Ranger Investment Management LP	0.387%	-29.643%	318,421	-134,160	2022-09-30
D. E. Shaw & Co LP	0.378%	78.910%	310,751	137,060	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Bares Capital Management Inc	6.674%	3.812%	5,485,234	201,420	2022-09-30
Vanguard Group Inc	5.151%	2.149%	4,233,798	89,080	2022-09-30
Luxor Capital Group, LP	4.939%	-8.386%	4,059,386	-371,597	2022-06-30
Capital Research Global Investors	4.302%	4.985%	3,535,950	167,899	2022-09-30
TPG GP A, LLC	2.972%	24.058%	2,442,279	473,622	2022-06-30
Riverbridge Partners LLC	1.737%	-48.474%	1,427,224	-1,342,660	2022-09-30
Cadian Capital Management LP	1.518%	530.911%	1,247,500	1,049,770	2022-09-30
Eminence Capital LLC	1.503%	-0.205%	1,235,384	-2,542	2022-09-30
Fisher Asset Management, LLC	0.913%	-2.518%	750,287	-19,382	2022-09-30
State Street Corporation	0.785%	0.610%	645,127	3,912	2022-09-30
Geode Capital Management, LLC	0.700%	-1.060%	575,437	-6,166	2022-06-30
Millennium Management LLC	0.691%	83.132%	568,214	257,939	2022-06-30
Federated Hermes Inc	0.520%	0.000%	427,284	427,284	2022-06-30
Renaissance Technologies Corp	0.485%	151.651%	398,424	240,100	2022-06-30
Goldman Sachs Group Inc	0.445%	46.696%	366,107	116,539	2022-09-30
Harber Asset Management LLC	0.415%	2.301%	341,271	7,675	2022-09-30
Herald Investment Management Limited	0.397%	0.000%	326,500	0	2022-06-30
Ranger Investment Management LP	0.387%	-29.643%	318,421	-134,160	2022-09-30
Fidelity International Ltd	0.379%	96.365%	311,052	152,647	2022-06-30
D. E. Shaw & Co LP	0.378%	78.910%	310,751	137,060	2022-09-30

Mutual Fund Ownership

American Funds SMALLCAP World A is the biggest individual fund holder of Pegasystems Inc (PEGA), owning a total of 3.1 million shares. Combined, the top 20 mutual fund holders of PEGA own 14.98% of the company with a total of 12.3 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders increased their combined ownership of PEGA by 85 thousand shares. 7 funds bought 85,686 total additional shares and increased their ownership by an average of 2.89%. However 1 funds sold 260 total shares and decreased their ownership by an average of 0.18%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Pegasystems increased by a net total of 85,426 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.518%	0.572%	1,247,938	7,099	2022-10-31
Vanguard Small Cap Index	1.286%	1.629%	1,056,766	16,938	2022-10-31
Vanguard Small Cap Growth Index Inv	0.745%	1.855%	611,939	11,143	2022-10-31
Global X Robotics & Artfcl Intllgnc ETF	0.677%	0.000%	556,598	0	2022-10-31
Vanguard Extended Market Index Investor	0.671%	2.797%	551,405	15,003	2022-10-31
Vanguard Information Technology ETF	0.369%	12.332%	303,515	33,320	2022-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.259%	0.330%	213,095	700	2022-10-31
WisdomTree Art Intelligence ETF USD Acc	0.247%	0.737%	202,749	1,483	2022-10-31
Vanguard Explorer Inv	0.230%	0.000%	188,911	0	2022-10-31
iShares Exponential Technologies ETF	0.213%	0.000%	174,760	0	2022-10-31
Schwab US Small-Cap ETF™	0.207%	0.000%	169,972	0	2022-10-31
iShares Russell Mid-Cap Growth ETF	0.177%	-0.179%	145,327	-260	2022-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds SMALLCAP World A	3.784%	32.481%	3,110,030	762,500	2022-09-30
Fidelity Global Technology A-Dis-EUR	1.527%	11.292%	1,255,141	127,354	2022-09-30
Vanguard Total Stock Mkt Idx Inv	1.518%	0.572%	1,247,938	7,099	2022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.510%	2.905%	1,240,839	35,032	2022-09-30
Vanguard Small Cap Index	1.286%	1.629%	1,056,766	16,938	2022-10-31
Vanguard Small Cap Growth Index Inv	0.745%	1.855%	611,939	11,143	2022-10-31
Global X Robotics & Artfcl Intllgnc ETF	0.677%	0.000%	556,598	0	2022-10-31
Vanguard Extended Market Index Investor	0.671%	2.797%	551,405	15,003	2022-10-31
Ranger Small Cap	0.387%	-29.634%	318,300	-134,050	2022-09-30
Vanguard Information Technology ETF	0.369%	12.332%	303,515	33,320	2022-10-31
American Funds IS® Global Small Cap 1	0.351%	9.501%	288,141	25,000	2022-09-30
Federated Hermes MDT Mid Cap Growth A	0.286%	77.233%	235,362	102,564	2022-09-30
Federated Hermes MDT MCG Institutional	0.286%	77.233%	235,362	102,564	2022-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.259%	0.330%	213,095	700	2022-10-31
WisdomTree Art Intelligence ETF USD Acc	0.247%	0.737%	202,749	1,483	2022-10-31
Fidelity® Extended Market Index	0.246%	-2.175%	202,143	-4,495	2022-09-30
Vanguard Explorer Inv	0.230%	0.000%	188,911	0	2022-10-31
iShares Exponential Technologies ETF	0.213%	0.000%	174,760	0	2022-10-31
Schwab US Small-Cap ETF™	0.207%	0.000%	169,972	0	2022-10-31
iShares Russell Mid-Cap Growth ETF	0.177%	-0.179%	145,327	-260	2022-10-31